BCK Partners

Corning, NYfiles as BCK Partners, Inc.

$207m in 28 US stocks at the end of 30 June 2026. The top 10 are 95.8% of the money. It changed about 2.2% of the portfolio this quarter.

Value

$207m

Stocks

Top 10 share

95.8%

Turnover

2.2%

What changed this quarter

New

Bought for the first time this quarter.

Eli LillyLLY
0.1% of the fund
Spdr Index SHS FDSSPEM
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Scottsdale FDSVCSH
23.1% of the fund
+6%
Ishares TRIGIB
10.8% of the fund
+7%
Spdr Series TrustSPTM
0.2% of the fund
+7%
ExxonMobil HoldingsXOM
0.2% of the fund
+2%
NvidiaNVDA
0.2% of the fund
+4%

Cut

Sold some of their stake.

Schwab Strategic TRSCHF
4.0% of the fund
-3%
CorningGLW
2.3% of the fund
-5%
Vanguard Index FDSVTI
0.9% of the fund
-5%
Schwab Strategic TRSCHA
0.8% of the fund
-4%
Johnson & JohnsonJNJ
0.3% of the fund
-2%
Spdr Index SHS FDSSPDW
0.3% of the fund
-3%
Applied MaterialsAMAT
0.2% of the fund
-13%
AlphabetGOOGL
0.2% of the fund
-4%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Index FDSVOO
Share
25.4%
Value
$53m
Shares
76,841
Held
Vanguard Scottsdale FDSVCSH
Share
23.1%
Value
$48m
Shares
605,856
+6%
Vanguard Index FDSVO
Share
15.1%
Value
$31m
Shares
388,334
Held
Vanguard Index FDSVB
Share
11.8%
Value
$24m
Shares
80,458
Held
Ishares TRIGIB
Share
10.8%
Value
$22m
Shares
423,132
+7%
Schwab Strategic TRSCHF
Share
4.0%
Value
$8m
Shares
297,134
-3%
CorningGLW
Share
2.3%
Value
$5m
Shares
18,713
-5%
Schwab Strategic TRSCHE
Share
1.7%
Value
$4m
Shares
96,763
Held
Vanguard Index FDSVTI
Share
0.9%
Value
$2m
Shares
4,778
-5%
Schwab Strategic TRSCHA
Share
0.8%
Value
$2m
Shares
45,638
-4%
AppleAAPL
Share
0.5%
Value
$1m
Shares
3,924
Held
Berkshire HathawayBRK-B
Share
0.5%
Value
$987,770
Shares
1,974
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$695,116
Shares
2,737
-2%
Spdr Index SHS FDSSPDW
Share
0.3%
Value
$695,080
Shares
13,794
-3%
Amazon.comAMZN
Share
0.3%
Value
$639,943
Shares
2,685
Held
Applied MaterialsAMAT
Share
0.2%
Value
$506,100
Shares
700
-13%
Norfolk SouthernNSC
Share
0.2%
Value
$479,750
Shares
1,525
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$474,649
Shares
1,142
Held
Spdr Series TrustSPTM
Share
0.2%
Value
$434,884
Shares
4,790
+7%
Spdr Series TrustSPSB
Share
0.2%
Value
$426,742
Shares
14,220
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$368,528
Shares
2,695
+2%
NvidiaNVDA
Share
0.2%
Value
$335,972
Shares
1,679
+4%
AlphabetGOOGL
Share
0.2%
Value
$322,705
Shares
903
-4%
MicrosoftMSFT
Share
0.1%
Value
$307,742
Shares
825
Held
Eli LillyLLY
Share
0.1%
Value
$239,886
Shares
200
New
AmgenAMGN
Share
0.1%
Value
$220,893
Shares
610
Held
Spdr Index SHS FDSSPEM
Share
<0.1%
Value
$204,013
Shares
3,940
New
Spdr Series TrustSPIB
Share
<0.1%
Value
$200,927
Shares
6,005
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	25.4%	$53m	76,841	Held
Vanguard Scottsdale FDSVCSH	23.1%	$48m	605,856	+6%
Vanguard Index FDSVO	15.1%	$31m	388,334	Held
Vanguard Index FDSVB	11.8%	$24m	80,458	Held
Ishares TRIGIB	10.8%	$22m	423,132	+7%
Schwab Strategic TRSCHF	4.0%	$8m	297,134	-3%
CorningGLW	2.3%	$5m	18,713	-5%
Schwab Strategic TRSCHE	1.7%	$4m	96,763	Held
Vanguard Index FDSVTI	0.9%	$2m	4,778	-5%
Schwab Strategic TRSCHA	0.8%	$2m	45,638	-4%
AppleAAPL	0.5%	$1m	3,924	Held
Berkshire HathawayBRK-B	0.5%	$987,770	1,974	Held
Johnson & JohnsonJNJ	0.3%	$695,116	2,737	-2%
Spdr Index SHS FDSSPDW	0.3%	$695,080	13,794	-3%
Amazon.comAMZN	0.3%	$639,943	2,685	Held
Applied MaterialsAMAT	0.2%	$506,100	700	-13%
Norfolk SouthernNSC	0.2%	$479,750	1,525	Held
UnitedHealth GroupUNH	0.2%	$474,649	1,142	Held
Spdr Series TrustSPTM	0.2%	$434,884	4,790	+7%
Spdr Series TrustSPSB	0.2%	$426,742	14,220	Held
ExxonMobil HoldingsXOM	0.2%	$368,528	2,695	+2%
NvidiaNVDA	0.2%	$335,972	1,679	+4%
AlphabetGOOGL	0.2%	$322,705	903	-4%
MicrosoftMSFT	0.1%	$307,742	825	Held
Eli LillyLLY	0.1%	$239,886	200	New
AmgenAMGN	0.1%	$220,893	610	Held
Spdr Index SHS FDSSPEM	<0.1%	$204,013	3,940	New
Spdr Series TrustSPIB	<0.1%	$200,927	6,005	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.7% since 30 June 2025.

Where the money is

Technology3.4%

Health care0.8%

Financial services0.5%

Retail & consumer0.3%

Industrials0.2%

Energy0.2%

Media & telecom0.2%

Other94.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.